Low Energy: Estimating Electric Vehicle Electricity Use - Fiona Burlig, James Bushnell, David Rapson, and Catherine Wolfram

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WORKING PAPER · NO. 2021-17

Low Energy: Estimating Electric Vehicle
Electricity Use
Fiona Burlig, James Bushnell, David Rapson, and Catherine Wolfram
FEBRUARY 2021

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Low energy: Estimating electric vehicle electricity use
  Fiona Burlig             James Bushnell              David Rapson               Catherine Wolfram∗
                                           February 4, 2021

                                                  Abstract
           We provide the first at-scale estimate of electric vehicle (EV) home charging. Pre-
       vious estimates are either based on surveys that reach conflicting conclusions, or are
       extrapolated from a small, unrepresentative sample of households with dedicated EV
       meters. We combine billions of hourly electricity meter measurements with address-level
       EV registration records from California households. The average EV increases overall
       household load by 2.9 kilowatt-hours per day, less than half the amount assumed by
       state regulators. Our results imply that EVs travel 5,300 miles per year, under half
       of the US fleet average. This raises questions about transportation electrification for
       climate policy.

   ∗
     Burlig: Harris School of Public Policy and Energy Policy Institute, University of Chicago, and NBER.
Email: burlig@uchicago.edu. Bushnell: Department of Economics and Davis Energy Economics Program,
UC Davis, and NBER. Email: jbbushnell@ucdavis.edu. Rapson: Department of Economics and Davis Energy
Economics Program, UC Davis. dsrapson@ucdavis.edu; Wolfram: Haas School of Business and Energy
Institute at Haas, UC Berkeley, and NBER. Email: cwolfram@berkeley.edu. We gratefully acknowledge
research funding from the State of California Public Transportation Account and the Road Repair and
Accountability Act of 2017 (Senate Bill 1) via the University of California Institute of Transportation Studies.
Jesse Buchsbaum, Benjamin Dawson, Shelly He, Ellen Lin, and Pengyu Wang provided excellent research
assistance. All remaining errors are our own.
1     Introduction

Policymakers attempting to guide transportation electrification lack credible estimates of one
of the most important pieces of information: how much electric vehicles (EVs) are actually
being used. This blind spot exists because of data limitations. The vast majority of EV
charging occurs at home, where it is difficult to distinguish from other end uses on the
home’s master electricity meter. Until now, published estimates of residential EV load are
either survey-based or extrapolated from a small, unrepresentative sample of households
with dedicated EV meters. As a result, industry participants and regulators alike may have
inaccurate beliefs about the private and social costs and benefits of EVs.
    EV electricity consumption provides a measure of the promise of EV technology as a
potential replacement for the conventional gasoline car. If EVs are being driven as much
as conventional cars, it speaks to their potential as a near-perfect substitute to vehicles
burning fossil fuels. If on the other hand EVs are being driven substantially less than
conventional cars, it raises important questions about the potential for the technology to
replace a vast majority of trips currently using gasoline. Ideally, policymakers would have a
more complete picture about the role EVs play in a region’s transportation portfolio before
costly and irreversible commitments are made to the technology as the primary solution to
the decarbonization of transportation.
    In this paper, we present the first at-scale estimates of residential EV charging load in
California, home to approximately half of the EVs in the United States (Davis (2019)). Our
estimates are derived from a sample of roughly 10 percent of residential electricity meters in
the largest utility territory, Pacific Gas & Electric, which we merge with address-level data
on EV registration records from 2014-2017. We deploy standard event study and difference-
in-differences methods to estimate the change in overall household electricity load around
EV registration events.
    Our estimates indicate that EV load in California is surprisingly low. We find that
adopting an EV increases household electricity consumption by 0.12 kilowatt-hours (kWh)

                                              1
per hour, or 2.9 kWh per day. Given the fleet of EVs in our sample, and correcting for
the share of out-of-home charging, this translates to approximately 5,300 electric vehicle
miles traveled (eVMT) per year. These estimates are roughly half as large as official EV
driving estimates used in regulatory proceedings (see, e.g., California Energy Commission
(2019)). The discrepancy between the estimates likely results from selection bias in the
official estimates, which are extrapolated from a very small number of households that have
installed dedicated EV meters. Moreover, our results also indicate that EVs are driven
substantially less than internal combustion engine (ICE) vehicles, suggesting that EVs may
not be as easily substituted for gasoline vehicles as previously thought.

2     Setting and data

The California Energy Commission projects that EVs will account for almost all of the ex-
pected growth in electricity demand over the next decade (California Energy Commission
(2019)). The timing and magnitude of EV load will be crucial factors in determining how
electricity markets will be affected by transportation electrification. The profile of residen-
tial load is already changing rapidly as a result of investments in behind-the-meter solar
generation, and EV charging may further alter the residential load profile. The timing of
EV-related electricity demand will affect both the economic value of the energy consumed
and marginal emissions. Further, the price responsiveness of EV loads informs the extent
to which policymakers can shift charging behavior, and within-neighborhood correlations in
charging should influence decisions about utility system planning in the near future.
    By far the largest challenge in evaluating the economic and environmental impact of
EVs to date has been the lack of quality data about either their energy demand or vehicle
utilization. Absent data at scale, researchers and policymakers have been forced to rely
upon survey or measurement data from small, selected samples.1 The resulting estimates
  1. The best data on EV charging use is likely within the vehicles themselves. Most Original Equipment
Manufactures (OEMs) collect charging data from the cars they have sold, but these data are held closely
due to strategic business interests and privacy concerns.

                                                  2
vary widely. Using data from the 2017 National Household Travel Survey, Davis (Davis
(2019)) estimates that pure battery electric vehicles are driven less than two-thirds the miles
of conventional cars and less than half the miles of conventional hybrids. However, a survey
by the UC Davis PHEV Center finds eVMT numbers almost double those cited by Davis
(PHEV Center (2020)).
   As an alternative to using survey data, another method for estimating eVMT is to ex-
trapolate miles from the electricity used in EVs. However, an EV can be charged using an
ordinary household electricity connection, and does not require a separate meter, or even
separate equipment, for low-voltage charging. Consequently, less than 5 percent of EVs are
directly metered when charging at home (California Energy Commission (2019)). While
charging at networks operated either by commercial charging businesses or vehicle man-
ufactures such as Tesla is directly metered, the California Air Resources Board estimates
that upwards of 85 percent of EV charging occurs at home (California Air Resources Board
(2020)). Thus the vast majority of EV charging is currently unmeasured. To form projec-
tions of future electricity use, however, California state agencies utilize measurements from
the small share of EVs that are directly metered. Of course, if charging via these meters is
not representative, this may paint a very inaccurate picture of true home EV charging in the
population. For example, households that install EV-specific meters may be wealthier, buy
cars with bigger batteries, or simply be more inclined to use their cars more.
   We assemble household-level data from two main sources: electricity meter data from a
10 percent sample of Pacific Gas & Electric Company (PG&E)’s residential customers and
EV registration data from the California Department of Motor Vehicles (DMV). For more
details on these data, see Burlig et al. (2021).

Electricity meter data We obtained three types of data from PG&E: monthly billing
information, hourly electricity consumption data, and customer details. In addition to the
consumption and billing data, we observe each customer’s street address, latitude and lon-

                                               3
gitude, rate class, and a solar panel interconnection date, where applicable. In order to
maximize the number of EVs in the dataset, the sampling frame over-weights households in
Census Block Groups that have high EV penetration. The sample consists of 362,945 house-
holds and nearly 12 billion hourly electricity consumption observations. We observe that
EV households are much more likely to have solar, multiple electricity meters, and consume
more electricity per hour. They also have higher bill consumption and bill amounts than
their non-EV-owning counterparts.

EV registration data We obtained California DMV registration records for the period
2008 to 2019. Our dataset contains the universe of EVs registered in the state during this
time period. For each EV, we observe the address, make, model, year, and 7-digit VIN
stem, the registration date, and a set of vehicle attributes. We also observe an anonymized
unique vehicle identifier which allows us to track vehicles over time. We observe 423,297
unique vehicles in the state of California during this period, 74,468 of which are in ZIP codes
belonging to the sample of the PG&E service territory that matches our analysis sample.
63,765 of these are in the PG&E service territory between 2014 and 2017, the time period
of our electricity use information.

Matching We use a string matching algorithm to assign EVs to PG&E households. We
begin by cleaning the data so that common words are represented in the same way in both
datasets (e.g. “ave” vs. “avenue”; “st” vs “street”; etc). Next, we perform an exact match on
address. We use a fuzzy string match to finalize our merge. Out of the more than 63,000
vehicles registered in ZIP codes in our main PG&E analysis sample, we matched 57,290 cars
to PG&E addresses: a match rate of 89.8 percent.2
  2. Some of the remaining addresses belong to municipal and other local utilities which share ZIP codes
with PG&E, so we would not expect them to match to PG&E addresses.

                                                   4
3     Empirical design and results

With access to this unique dataset on both electricity use and EV registration, we are able to
empirically estimate the effects of EV ownership on residential energy use among this large
sample of PG&E households.

Estimation To quantify EV usage, we estimate the causal effect of EV adoption on res-
idential energy consumption using a panel fixed effects research design. We use a simple
specification as the basis for our analysis:

                              Yith = βEVit + γSolarit + αi + δt + εith                                (1)

where Yith is electricity consumption (measured in kWh per hour) in household i during week-
of-sample t in hour-of-day h.3 EVit is a count of the number of EVs registered to household
i in week t, and is equal to zero for households without EVs. Solarit is an indicator equal
to 1 if household i has installed solar panels by week t and 0 otherwise, which we include
because approximately 20 percent of the EV-owning households in our sample also have
solar panels. Failing to control for this could bias our results towards zero, as installing
solar reduces net electricity demand.4 αi are household-by-year and household-by-month-of-
year fixed effects; δt are week-of-sample fixed effects. Our results are robust to using more
parsimonious fixed effects, including using only household fixed effects alone (see Burlig et
al. (2021) for additional robustness). εith is an error term, which we two-way cluster at
the Census Block Group and week-of-sample levels. Here, we present two extensions to this
main specification: an event study approach, where we estimate separate β and γ coefficients
   3. We collapse the data to the household × week-of-sample (× hour-of-day for hourly estimates) level
to speed computation time; results using the full daily data would be similar but substantially slower to
estimate (Burlig et al. (2020)).
   4. One concern in this setting is measurement error in treatment dates: if the DMV registration records
or PG&E solar installation are misaligned with actual adoption, our treatment effect estimates will be
attenuated. Therefore, our preferred specification uses a “donut” approach, where we drop the 4 weeks
before and after EV and/or solar adoption for each household.

                                                    5
for the 25 weeks before and after an EV is registered and/or solar panels are installed at
a household, and an hourly treatment effects approach, where we estimate separate β and
γ coefficients for each hour of the day. We also explore heterogeneity by EV type: Teslas,
plug-in hybrid EVs (PHEVs), and non-Tesla battery EVs (BEVs).

Identification In order for this approach to capture the causal effect of EV adoption on
household electricity use, we require that households that adopted EVs would have remained
on a similar counterfactual trend to non-adopting households in the absence of EV adoption,
after controlling for our rich set of fixed effects. We provide two main pieces of evidence
in favor of this assumption: first, we show in the left panel of Figure 1 below that, prior
to EV adoption, there is a flat pre-trend. Second, as the right panel of Figure 1 shows,
our treatment effects are concentrated in the evening hours, consistent with survey evidence
about EV charging patterns (Davis (2019)). In order for our results to be explained by
contemporaneous changes in electricity use other than EV adoption, these changes would
need to only impact household energy use during evening hours, an unusual load profile for
most appliances.

Main results We find that adopting an EV increases a household’s electricity consumption
by 0.121 kWh per hour (s.e. 0.007, p < 0.01), or approximately 2.9 kWh per day. The left
panel of Figure 1 presents this result in the form of an event study.5 This figure has several
notable features. First, prior to EV adoption, the energy use pre-trend is very flat, providing
support in favor of our identifying assumption. Second, we see a sharp increase in household
use when a household adds an EV. Finally, we see that our treatment effect is quite stable
up to 25 weeks after EV adoption.
   5. In this event study, we set t = 0 as 4 weeks prior to the registration date, because car dealers have up
to 20 days to submit registration information to the DMV, and the DMV takes 8-10 business days to process
registrations.

                                                      6
Figure 1: Impacts of EV adoption on household electricity use

                                 .15                                                                                          1
                                                                                                                                                                       Tesla
  Hourly household electricity

                                                                                               Hourly household electricity
                                                                                                                                                                       Non-Tesla BEV
                                 .12
                                                                                                                                                                       PHEV
     consumption (kWh)

                                                                                                  consumption (kWh)
                                                                                                                                                                       EV Overall
                                 .09

                                                                                                                              .5
                                 .06

                                 .03

                                  0
                                                                                                                              0
                                       -20 -15 -10   -5   0   5   10   15   20   25   30                                           0   2   4   6   8    10   12   14   16   18   20   22
                                       Weeks before and after EV added to household                                                                    Hour of Day

Notes: This figure presents our estimates of the impact of EV adoption on household electricity
consumption. The left panel plots the event study version of Equation (1). Household electricity use
clearly rises in response to EV registration. This plot also indicates that there is mismeasurement
in EV registration dates. The right panel plots difference-in-difference estimates by hour of day and
vehicle type. We plot separate estimates for Teslas, non-Tesla BEVs, and PHEVs, as well as overall
estimates using all EVs. In both plots, 95 percent confidence intervals are in gray. Standard errors
are two-way clustered at the Census block group and week-of-sample level.

Heterogeneity Next, we present heterogeneous effects along two dimensions. The right
panel of Figure 1 shows the effect of EV adoption on household electricity use for each hour
of the day, separately by vehicle type.
            We find that our EV treatment effects are concentrated between 10 PM and 6 AM. This
is consistent with households charging their EVs when they come home, and leaving them
plugged in over night. This hourly pattern has environmental implications, as marginal
emissions on the electricity grid vary with hour of the day (Holland et al. (2016)). In
California, marginal emissions are highest overnight, when the marginal electricity generator
is likely to be gas-fired.
            The right panel of Figure 1 also presents separate treatment effects for three vehicle
types: Teslas (the modal manufacturer in our EV data), non-Tesla BEVs, and PHEVs. We
find that Teslas consume substantially more electricity than the BEVs and PHEVs, though
all three types charge more at night than during the day.

                                                                                           7
Using our preferred difference-in-difference specification, we find that Teslas add 0.236
kWh per hour (s.e. 0.014, p < 0.01) to household consumption, while non-Tesla BEVs and
PHEVs increase energy use by almost half this amount: 0.103 (s.e. 0.008, p < 0.01) kWh
per hour and 0.090 (s.e. 0.013, p < 0.01) kWh per hour, respectively. This is likely to be
explained by a combination of factors, including battery capacity and differential household
selection into EV types.

4     Discussion

We estimate that the average PG&E EV-owning household uses 2.9 kWh per day charging
their vehicle at home. By contrast, California regulators rely on residential charging data
reported by the utilities for households with dedicated EV meters. These meters report daily
average usage between 7.2 and 8 kWh per day (California Energy Commission (2019)), more
than twice our estimate. This discrepancy may adversely affect decisions about electricity
distribution infrastructure investments, as well as lead to biased estimates of EV-related
pollution abatement benefits. The implications relating to eVMT are also far-reaching.
    To translate our estimates into eVMT, we first adjust for away-from-home charging.
The California Low-Carbon Fuel Standard program (California Air Resources Board 2020)
indicates that between 85-90 percent of EV charging occurs at home. This figure is based
on numbers that our analysis shows are likely biased; when we account for our lower in-
home charging numbers, this suggests that 75 percent of charging occurs at home.6 We
therefore scale our estimates up to obtain a total daily charging estimate. We translate this
into eVMT by combining our Tesla, non-Tesla BEV, and PHEV EV charging estimates with
vehicle-specific miles-per-kWh from DataOne Software and the overall composition of these
vehicles in our sample. We find that average eVMT among PGE EVs is approximately 5,300
eVMT per year, which is substantially lower than VMT in gasoline-powered cars. This raises
  6. We take the out-of-home charging estimates as given because commercial charging is directly metered
and therefore likely to be accurately measured, and free workplace charging is a negligible share of overall
EV load.

                                                     8
questions about (among other things) the true extent of EV usage at present, how EVs fit
into the residential transportation portfolio, and the role of gasoline and electricity prices on
EV usage.
   Future research should seek to test a variety of potential explanations for the apparent
low utilization of EVs. First, buyers of EVs to date may not represent the broader vehicle-
owning population. Second, the marginal utility of eVMT may be lower than that of travel
in conventional vehicles. This may be true for a variety of reasons, including an absence of
sufficiently dense charging networks, range anxiety, or other attributes of the EV travel expe-
rience. Third, EVs may be complements to gasoline-powered vehicles, rather than substitutes
for them. The vision of transportation electrification rests on EVs leading to a substitution of
VMT away from conventional cars. If, instead, EVs are primarily owned by households with
multiple cars, it will be important to understand why. Fourth, low eVMT may be a natural
response to high electricity prices in California. While recent evidence suggests this may not
be the case (Bushnell, Muehlegger, and Rapson (2021)), the influence of both electricity and
gasoline prices on demand for and usage of EVs remains an area requiring further research.
This paper demonstrates how pairing rich data on household-level electricity consumption
with vehicle registration information can help answer these and other questions.

References
Burlig, Fiona, James Bushnell, David Rapson, and Catherine Wolfram. 2021. What Drives
    Electric Vehicle Usage? Technical report. Mimeo.
Burlig, Fiona, Christopher Knittel, David Rapson, Mar Reguant, and Catherine Wolfram.
    2020. “Machine Learning from Schools about Energy Efficiency.” Journal of the Associ-
    ation of Environmental and Resource Economists 7 (6): 1181–1217.
Bushnell, James, Erich Muehlegger, and David Rapson. 2021. Energy Prices and Electric
    Vehicle Adoption. Technical report. UC Davis Energy Economics Program.
California Air Resources Board. 2020. Low Carbon Fuel Standard Quarterly Summary of
     Data. Technical report.
California Energy Commission. 2019. Joint IOU Electric Vehicle Load Research Report. Tech-
     nical report.
Davis, Lucas W. 2019. “How Much Are Electric Vehicles Driven?” Applied Economics Letters
    26 (18): 1497–1502.

                                               9
Holland, Stephen, Erin Mansur, Nicholas Muller, and Andrew Yates. 2016. “Are There En-
    vironmental Benefits from Driving Electric Vehicles? The Importance of Local Factors.”
    American Economic Review 106 (12): 3700–3729.
PHEV Center, UC Davis. 2020. Advanced Plug-in Electric Vehicle Travel and Charging Be-
   havior Final Report. Technical report. California Air Resources Board.

                                           10
Low energy: Estimating electric vehicle electricity use
        Fiona Burlig, James Bushnell, David Rapson, and Catherine Wolfram

          Supplementary Appendix: For online publication

Sample composition of EVs
Figure A1 compares the market shares of EVs in our empirical sample to the overall PG&E popu-
lation, and demonstrates that our sample has representative coverage of EV models in the utility
territory that we study. The sample appears to slightly overweight the most popular cars and
slightly underweight less popular cars. This may be an artifact of the sampling frame. As men-
tioned above, the electricity meter data overweight households in Census Block Groups that have
high EV penetration; Figure A1 suggests that these areas may disproportionately own the most
popular models.

                                       Figure A1: Composition of EV fleet: Population vs. empirical sample
            Electric vehicle market share (percent)

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Notes: This figure presents market shares of the top-ten EV models in the empirical sample and the
population of EVs in Pacific Gas & Electric territory from which it was drawn.

                                                                                                           1
Robustness checks
Results presented in the body of the paper are robust to inclusion of control variables. In this
Appendix, we present regression counterparts to Figure 1 using various fixed effects. Table A1
shows the average difference-in-differences estimates of the effect on household load resulting from
the addition of the average EV in our sample. All columns control for solar installation at the
household level. The data are collapsed to the household-by-week-of-sample level.

         Table A1: Difference-in-differences: Effect of EV registration on household load

                      kWh/hr     kWh/hr             kWh/hr       kWh/hr     kWh/hr        kWh/hr
        EV Post       0.339***   0.133***           0.119***     0.123***   0.150***      0.121***
                       (0.030)    (0.020)            (0.008)      (0.009)    (0.009)       (0.007)
      Solar Post     -0.279*** -0.816***           -0.795***    -0.843*** -0.701***      -0.804***
                       (0.024)    (0.036)            (0.025)      (0.030)    (0.028)       (0.025)
       HH FEs            No         Yes                 No          No          No            No
    HHxYear FEs          No          No                Yes          No         Yes           Yes
    HHxMofY FEs          No          No                Yes          Yes         No           Yes
  Week-of-Sample FEs     No          No                 No          Yes        Yes           Yes
   Mean Dep. Var        0.77        0.77               0.77        0.77       0.77           0.77
     Observations    69,751,085 69,735,740         69,305,961   69,585,082 69,382,114    69,305,961
      Within R2         0.01        0.77               0.91        0.87        0.82          0.91

      Moving left to right, specifications include increasingly fine household and time fixed effects.
The main conclusion is that controlling for time-invariant household characteristics is important,
which can be seen by comparing results in column 1 (which has no fixed effects) and columns 2
through 6. The coefficient on EV arrival is much higher in column 1 due to the fact that households
with high baseline electricity usage are more likely to purchase an EV. Coefficient estimates in
columns 2 through 6 consistently fall within the range of 0.12-0.15 kilowatt-hours per hour.
      Our preferred estimate, 0.12, is in the right-most column. This estimate controls for aggregate
patterns in electricity usage by including week-of-sample fixed effects. Household-by-year effects
capture factors such as trends in charging station density near each household, and any trends in
non-EV electricity usage that may be correlated with the decision to purchase an EV. Household-
by-month-of-year fixed effects control for seasonal patterns in electricity demand at the household
level, which may confound estimates of the treatment effect if EVs purchases are concentrated in
particularly low- or high-electricity usage months.

     Table A2 decomposes the difference-in-differences result by car type. Once again, the im-
portance of controlling for household fixed effects is apparent. This table also confirms the main
conclusions from Figure 1. Overall, Teslas consume more than twice the amount of electricity via

                                                  2
Table A2: Difference-in-differences: Effect of EV registration on household load, by car type

                      kWh/hr           kWh/hr       kWh/hr       kWh/hr     kWh/hr     kWh/hr
       Tesla Post     0.542***         0.242***     0.233***     0.223***   0.314***   0.236***
                       (0.039)          (0.029)      (0.015)      (0.017)    (0.022)    (0.014)
  Non-Tesla BEV Post 0.147***          0.116***     0.106***     0.108***   0.114***   0.103***
                       (0.020)          (0.016)      (0.008)      (0.008)    (0.010)    (0.008)
      PHEV Post       0.472***         0.104***     0.086***     0.094***   0.119***   0.090***
                       (0.055)          (0.023)      (0.013)      (0.012)    (0.011)    (0.013)
      Solar Post     -0.281***        -0.817***    -0.796***    -0.844*** -0.702*** -0.804***
                       (0.024)          (0.036)      (0.025)      (0.029)    (0.028)    (0.025)
       HH FEs             No              Yes           No          No          No         No
    HHxYear FEs           No               No          Yes          No         Yes        Yes
    HHxMofY FEs           No               No          Yes          Yes         No        Yes
  Week-of-Sample FEs      No               No           No          Yes        Yes        Yes
    Mean Dep. Var        0.77             0.77         0.77        0.77       0.77        0.77
     Observations    69,751,085       69,735,740   69,305,961   69,585,082 69,382,114 69,305,961
      Within R2         0.01              0.77         0.91        0.87        0.82       0.91

home charging than other BEVs and PHEVs. Moreover, there is little difference in average house-
hold charging load between non-Tesla BEVs and PHEVs. Some readers may have expected (as we
did) PHEVs to exhibit lower home charging load due to the availability of an internal combustion
engine that can run on gasoline. However, these results imply that PHEV owners likely charge their
EV battery regularly.

Early vs. late adopters
Figure A2 plots difference-in-differences estimates of the change in household load, by hour-of-day,
arising from the addition of an EV. “Early” adopters buy an EV in 2014 and “Late” adopters buy in
2017. Overall, there is little difference in home charging load across these two groups, although late
adopters home-charge their EVs slightly less, on average, than early adopters. This is particularly
true during the workday.
      The implications for eVMT are unclear. If the fraction of overall charging that occurs at home
remains constant across years, these results imply that eVMT is slightly decreasing over time. On
the other hand, increases in EV battery capacity over the period of study have expanded EV range,
and away-from-home charging is unobserved. It is possible that these effect outweigh any decline
in home charging. California Air Resources Board (2020) indicates that the share of commercial
charging is increasing slowly since 2018, but their published data do not go back far enough to
confirm whether this trend was occurring during our sample. More research is needed.

                                                   3
Figure A2: Impacts of EV adoption on household electricity use: Early vs late adopters

             Hourly household electricity consumption (kWh)
                                                              .4

                                                              .3

                                                              .2

                                                              .1

                                                               0

                                                              -.1
                                                                    0   2   4   6   8   10      12    14   16     18   20   22
                                                                                        Hour of Day

                                                                                        Early              Late

Notes: This figure presents our estimates of the impact of EV adoption on household electricity consump-
tion, comparing early (2014) and late adopters (2017). Standard errors are two-way clustered at the Census
block group and week-of-sample level.

Appendix References
California Air Resources Board. 2020. Low Carbon Fuel Standard Quarterly Summary of Data.
     Technical report.

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